Welch & Forbes’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
46,760
+550
| +1% | +$47.9K | 0.05% | 137 |
|
|
2025
Q1 | $4.15M | Sell |
46,210
-5,916
| -11% | -$532K | 0.05% | 133 |
|
|
2024
Q4 | $4.16M | Sell |
52,126
-5,280
| -9% | -$422K | 0.05% | 137 |
|
|
2024
Q3 | $5.17M | Sell |
57,406
-3,345
| -6% | -$301K | 0.07% | 129 |
|
|
2024
Q2 | $4.7M | Sell |
60,751
-9,639
| -14% | -$745K | 0.06% | 128 |
|
|
2024
Q1 | $6.13M | Sell |
70,390
-13,444
| -16% | -$1.17M | 0.08% | 120 |
|
|
2023
Q4 | $6.91M | Sell |
83,834
-18,116
| -18% | -$1.49M | 0.1% | 111 |
|
|
2023
Q3 | $7.99M | Sell |
101,950
-20,436
| -17% | -$1.6M | 0.13% | 102 |
|
|
2023
Q2 | $10.8M | Buy |
122,386
+1,135
| +0.9% | +$100K | 0.17% | 97 |
|
|
2023
Q1 | $9.78M | Sell |
121,251
-12,486
| -9% | -$1.01M | 0.17% | 99 |
|
|
2022
Q4 | $10.4M | Sell |
133,737
-7,343
| -5% | -$571K | 0.19% | 100 |
|
|
2022
Q3 | $11.4M | Buy |
141,080
+1,711
| +1% | +$138K | 0.22% | 92 |
|
|
2022
Q2 | $12.5M | Sell |
139,369
-1,894
| -1% | -$170K | 0.23% | 93 |
|
|
2022
Q1 | $15.7M | Sell |
141,263
-2,670
| -2% | -$296K | 0.25% | 86 |
|
|
2021
Q4 | $14.9M | Buy |
143,933
+665
| +0.5% | +$68.8K | 0.22% | 90 |
|
|
2021
Q3 | $18M | Sell |
143,268
-2,198
| -2% | -$276K | 0.3% | 82 |
|
|
2021
Q2 | $18.1M | Sell |
145,466
-5,190
| -3% | -$644K | 0.31% | 82 |
|
|
2021
Q1 | $17.8M | Sell |
150,656
-66
| -0% | -$7.8K | 0.33% | 78 |
|
|
2020
Q4 | $17.7M | Sell |
150,722
-4,990
| -3% | -$585K | 0.35% | 75 |
|
|
2020
Q3 | $16.2M | Sell |
155,712
-2,561
| -2% | -$266K | 0.35% | 75 |
|
|
2020
Q2 | $14.5M | Buy |
158,273
+2,161
| +1% | +$198K | 0.34% | 75 |
|
|
2020
Q1 | $14.1M | Buy |
156,112
+392
| +0.3% | +$35.3K | 0.39% | 72 |
|
|
2019
Q4 | $17.7M | Buy |
155,720
+3,405
| +2% | +$386K | 0.39% | 75 |
|
|
2019
Q3 | $16.5M | Buy |
152,315
+6,658
| +5% | +$723K | 0.39% | 72 |
|
|
2019
Q2 | $14.2M | Buy |
145,657
+12,880
| +10% | +$1.25M | 0.35% | 78 |
|
|
2019
Q1 | $12.1M | Buy |
132,777
+10,395
| +8% | +$947K | 0.3% | 84 |
|
|
2018
Q4 | $11.1M | Buy |
122,382
+2,250
| +2% | +$205K | 0.31% | 84 |
|
|
2018
Q3 | $11.8M | Buy |
+120,132
| New | +$11.8M | 0.28% | 94 |
|
|
2018
Q2 | – | Sell |
-121,904
| Closed | -$9.78M | – | 365 |
|
|
2018
Q1 | $9.78M | Buy |
+121,904
| New | +$9.78M | 0.25% | 96 |
|
|
2017
Q4 | – | Sell |
-119,395
| Closed | -$9.29M | – | 350 |
|
|
2017
Q3 | $9.29M | Buy |
119,395
+18,625
| +18% | +$1.45M | 0.24% | 101 |
|
|
2017
Q2 | $8.94M | Buy |
100,770
+3,235
| +3% | +$287K | 0.25% | 98 |
|
|
2017
Q1 | $7.86M | Buy |
97,535
+3,995
| +4% | +$322K | 0.22% | 105 |
|
|
2016
Q4 | $6.66M | Buy |
+93,540
| New | +$6.66M | 0.2% | 114 |
|
|
2016
Q3 | – | Sell |
-86,938
| Closed | -$7.54M | – | 339 |
|
|
2016
Q2 | $7.54M | Buy |
86,938
+6,210
| +8% | +$539K | 0.23% | 104 |
|
|
2016
Q1 | $6.06M | Buy |
+80,728
| New | +$6.06M | 0.19% | 115 |
|
|
2015
Q4 | – | Sell |
-72,141
| Closed | -$4.83M | – | 338 |
|
|
2015
Q3 | $4.83M | Buy |
72,141
+809
| +1% | +$54.2K | 0.16% | 116 |
|
|
2015
Q2 | $5.29M | Buy |
71,332
+313
| +0.4% | +$23.2K | 0.16% | 120 |
|
|
2015
Q1 | $5.54M | Buy |
71,019
+35,582
| +100% | +$2.78M | 0.17% | 121 |
|
|
2014
Q4 | $2.56M | Sell |
35,437
-5,732
| -14% | -$414K | 0.08% | 154 |
|
|
2014
Q3 | $2.55M | Buy |
41,169
+4,548
| +12% | +$282K | 0.08% | 154 |
|
|
2014
Q2 | $2.34M | Sell |
36,621
-200
| -0.5% | -$12.8K | 0.07% | 149 |
|
|
2014
Q1 | $2.27M | Sell |
36,821
-1,000
| -3% | -$61.5K | 0.07% | 155 |
|
|
2013
Q4 | $2.17M | Sell |
37,821
-743
| -2% | -$42.7K | 0.07% | 148 |
|
|
2013
Q3 | $2.05M | Buy |
38,564
+152
| +0.4% | +$8.1K | 0.07% | 153 |
|
|
2013
Q2 | $1.98M | Buy |
+38,412
| New | +$1.98M | 0.07% | 153 |
|